Press Release

EDITOR’S NOTE: Excerpts from JPR Market Watch are available on request.

Astounding year-to-year growth in PC graphics; Quarter-to-quarter also beats expectations

TIBURON, CA-January 26, 2010 - Jon Peddie Research (JPR), the industry's research and consulting firm for graphics and multimedia, announced today its estimated graphics chip shipments and suppliers' market shares for Q4'09.

Figures for the year 2009 came in above expectations with a 14% year to year growth, an amazing comeback, in this year of retrenching and recession

Table 1: Growth rates from 2002 to 2011
  2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
Total
Graphics
Chips:
180.6 217.1 239.0 269.4 316.5 351.7 373.0 425.4 544.0 600.1
Annual
percentage
growth
20.6% 20.2% 10.1% 12.7% 17.5% 11.1% 6.1% 14.0% 27.9% 10.3%

Intel was the leader in Q4'09, elevated by Atom sales for netbooks, as well as strong growth in the desktop segment. AMD gained in the notebook integrated segment, but lost some market share in discrete in both the desktop and notebook segments due to constraints in 40nm supply. Nvidia picked up a little share overall. Nvidia's increases came primarily in desktop discretes, while slipping in desktop and notebook integrated.

Vendor This Quarter Market share last Quarter Market share Unit Growth Qtr-Qtr This quarter last year Market share Growth Yr-Y
AMD 19.9% 20.1% 13.6% 19.3% 91.5%
Intel 55.2% 53.6% 17.9% 47.7% 114.7%
Nvidia 24.3% 25.3% 10.2% 30.6% 47.3%
Matrox 0.0% 0.0% 66.7% 0.1% -16.7%
SiS 0.0% 0.3% -81.8% 1.1% -92.5%
VIA/S3 0.6% 0.7% -3.9% 1.2% -9.5%
Total 100.0% 100.0% 14.7% 100.0% 85.7%

AMD reported revenue of $427 million from their graphics segment for the quarter, up 40% sequentially. AMD's graphics segment reported an operating income of $53 million, a substantial improvement from the prior quarter.

Intel reported revenue from chipset and other revenue of $1.877 billion in Q4.

Nvidia's quarter, which straddles the calendar quarters reported revenues of $903 million for their Fiscal Q3'10 which is from August to the end of October. Their next quarter ends in January.

A new category - CIG
Q4'09 saw the first shipments of a new category, the CPU-integrated graphics - CIG. With the advent of new CPUs with integrated or embedded graphics, we will see a rapid decline in shipments of traditional chip-set graphics or IGPs (integrated graphics processors.)

Pricing and Availability
The Q4'09 edition of Jon Peddie Research's Market Watch is available now in both electronic and hard copy editions, and can be purchased for $995. Included with this report is an Excel workbook with the data used to create the charts, the charts themselves, and supplemental information. The annual subscription price for JPR's Market Watch is $3,500 and includes four quarterly issues. Full subscribers to JPR services receive Tech Watch (the company's bi-weekly report) and a copy of Market Watch as part of their subscription. For information about purchasing Market Watch, please call 415/435-9368 or visit the Jon Peddie Research website at http://www.jonpeddie.com.

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